Sea-Intelligence (July 25th, 2024) - Carriers bullish for the peak season
Now that we are nearly a third of the way through the traditional container shipping peak cargo season, looking at the levels of blank...
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Journal.
jamesmiller806
- Jul 18
- 2 min
Sea-Intelligence (July 17th, 2024) - MSC increase own-operated service share
With the 2M Alliance between the two largest shipping lines, MSC and (1st) and Maersk (2nd), coming to an end in February 2025, and with...
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jamesmiller806
- Jul 12
- 2 min
Sea-Intelligence (July 9th, 2024) - Growth in non-alliance services
The initial disruptions to global supply chains triggered by the pandemic had a profound impact on non-alliance services — those operated...
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jamesmiller806
- Jul 4
- 2 min
Sea-Intelligence (July 3rd, 2024) - Transpac to NAWC sees reliability improvement
Global schedule reliability improved by 3.8 percentage points M/M in May 2024, to the highest point YTD of 55.8%. On a Y/Y level however,...
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jamesmiller806
- Jun 26
- 1 min
Sea-Intelligence (June 26th, 2024) - US inventories data gave no warning of rate spike
New data from the US Census Bureau, detailing both sales and inventory changes in the US up until the end of April 2024, shows absolutely...
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jamesmiller806
- Jun 14
- 2 min
Sea-Intelligence (June 13th, 2024) - Asia-Europe spot could exceed 20,000 USD/FFE
Spot rates continued to skyrocket this week and shippers are clearly getting anxious, in relation to how high rates may go. But the truth...
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jamesmiller806
- May 30
- 2 min
Sea-Intelligence (May 29th, 2024) - Brexit leads to 24% ETS North Atlantic savings
The EU carbon taxation scheme (ETS) took effect from January 2024. Very simply put, a tax must be paid for CO2 emissions for ships...
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jamesmiller806
- May 9
- 2 min
Sea-Intelligence – Press Release (May 8th, 2024) - Improved vessel delays may release more capacity
When vessel delays occur, a percentage of the global vessel capacity is effectively absorbed and hence unavailable to the market....
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jamesmiller806
- May 3
- 2 min
Sea-Intelligence – Press Release (May 1st, 2024) - MSC poised to increase size gap
When forecasting the future fleet sizes of shipping lines, it is a quite common to see an approach, where the current fleet size is...
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jamesmiller806
- Apr 25
- 2 min
Sea-Intelligence – Press Release (April 24th, 2024)- US consumer spending changes
Analysing the US consumer spending data (published by the US Bureau of Economic Analysis) allows us to see whether the subcomponents...
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jamesmiller806
- Apr 17
- 2 min
Sea-Intelligence – Press Release (April 17th, 2024) - Sharp drop in blank sailings
Spot rates have been declining steadily for several months now. The shipping lines can react to this in one of two ways.
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jamesmiller806
- Apr 15
- 3 min
Navigating the Perilous Roads: The Trials of UK Haulage Drivers
In the labyrinthine world of logistics, where goods traverse vast distances to reach their destinations
24 views0 comments
jamesmiller806
- Apr 3
- 2 min
Sea-Intelligence – Press Release (April 2nd, 2024) - Major connectivity loss for the port of Hong Kong
One trend has become increasingly clear from the network overviews published by the alliances: Hong Kong is being rapidly deselected from...
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jamesmiller806
- Mar 27
- 2 min
Sea-Intelligence – Press Release (March 26th 2024) - USD 1.44bn EBIT loss (so far) in 2023-Q4
This Press Release is a follow-up to the one published on March 21st, where we discussed the 2023-FY results. Here, we will look at the...
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jamesmiller806
- Mar 20
- 2 min
Sea-Intelligence – Press Release (March 21st, 2024) - 2023 profitability close to pre-pandemic levels
In 2023-FY, all shipping lines saw sharp Y/Y decline in revenues, ranging between -46.6% and -62.6%. However, the annualised revenue...
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